Brandon Robert Moore

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 12/2017
  Triad Advisors, Inc.
  Norcross, GA
• 11/2015 → 12/2017
  Stonebridge Financial Group
  Grand Rapids, MI
• 08/2013 → 04/2017
  Grand Valley State University
  Allendale, MI
• 01/2018 → 01/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2018 → Present
  Investwise Financial, Llc
  Bloomfield Hills, MI
• 02/2018 → 01/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2024 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI

Previous Registrations

• 2018-02-13 → 2024-01-12
  Cambridge Investment Research Advisors, Inc.
  Bloomfield Hills, MI

Other Businesses

1) 01/09/2024- Non-Variable Insurance sold through INVESTWISE FINANCIAL LLC - Non-Variable Insurance - Inv. Related - BLOOMFIELD HILLS, Ml - Agent Selling Insurance- Start Date 01/01/2021 - 2 Hrs/Mth - 2 Hrs During Trading.- 3% time spent 2) 01/09/2024 - WHITE GLOVE WORKSHOPS - Seminar - Inv. Related - Birmingham, Ml - Speaker- Start Date :02/10/2018 - 4 Hrs/Mth - 2 Hrs During Trading. - 1% time spent 3)01/09/2024 - INVESTWISE FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date :2/1/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 07/16/2025 - BRM Wealth Consulting LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date:07/15/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-30

Other Names

• Brandon Moore